7 workflow automations purpose-built on top of Affinity — no data leaves your system, no parallel tool for your team to learn.
AI pre-screens deals against the fund's thesis in Affinity, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in Affinity, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via Affinity, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the closing package in Affinity, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Affinity — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Affinity for any repetitive process. Tell us what you'd automate.
